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Original filing (PDF)20250930095619NAL0019198450001
V.J. TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
V. J. TECHNOLOGIES 401(K) PLAN
401(k) retirement plan
Active participants
154
Accounts w/ balance
147
Plan assets (EOY)
$21.9M
Net assets (EOY)
$21.9M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for V.J. TECHNOLOGIES, INC..
Plan sponsor
Name
V.J. TECHNOLOGIES, INC.
EIN
11-2916269
Address
89 CARLOUGH ROAD · BOHEMIA, NY · 11716
Phone
(631) 589-8800
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $22K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANELY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $41K | — |
Investments
32 direct securities · 1 pooled fund· $21.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$21.2M
32 holdings
Common Collective Trust
$706K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Target Date 2025 R6 Mutual fund | — | — | — | $3.5M | 15.9% | |
| Fidelity 500 Index Mutual fund | — | — | — | $3.1M | 14.0% | |
| American Funds Target Date 2020 R6 Mutual fund | — | — | — | $2.1M | 9.7% | |
| American Funds Target Date 2035 R6 Mutual fund | — | — | — | $1.6M | 7.3% | |
| MFS Growth fund Mutual fund | — | — | — | $1.4M | 6.6% | |
| American Funds Target Date 2040 R6 Mutual fund | — | — | — | $1.3M | 5.8% | |
| American Funds Target Date 2015 R6 Mutual fund | — | — | — | $1.2M | 5.3% | |
| American Funds Target Date 2030 R6 Mutual fund | — | — | — | $994K | 4.5% | |
| Fidelity Government Money Market Mutual fund | — | — | — | $910K | 4.2% | |
| Fidelity Small Cap Index Mutual fund | — | — | — | $749K | 3.4% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $706K | 3.2% | |
| Fidelity Mid Cap Index Mutual fund | — | — | — | $685K | 3.1% | |
| American Funds Target Date 2050 R6 Mutual fund | — | — | — | $653K | 3.0% | |
| JPM Equity Income R5 Mutual fund | — | — | — | $621K | 2.8% | |
| American Funds Target Date 2055 R6 Mutual fund | — | — | — | $494K | 2.3% | |
| American Funds Target Date 2045 R6 Mutual fund | — | — | — | $483K | 2.2% | |
| American Funds Target Date 2060 R6 Mutual fund | — | — | — | $297K | 1.4% | |
| Pimco Income Institutional Mutual fund | — | — | — | $242K | 1.1% | |
| Blackrock Lifepath Index RTMT Mutual fund | — | — | — | $187K | 0.9% | |
| Fidelity International Index Mutual fund | — | — | — | $182K | 0.8% | |
| American Funds New Perspective Fund Mutual fund | — | — | — | $157K | 0.7% | |
| loans maturing at various dates, secured by participant account balance | — | — | — | $88K | 0.4% | |
| Blackrock Lifepath Index 2035 Mutual fund | — | — | — | $74K | 0.3% | |
| American Funds Growth and Income Portfolio Mutual fund | — | — | — | $70K | 0.3% | |
| Blackrock Lifepath Index 2040 Mutual fund | — | — | — | $62K | 0.3% | |
| American Funds New World Mutual fund | — | — | — | $49K | 0.2% | |
| Blackrock Lifepath Index 2055 Mutual fund | — | — | — | $36K | 0.2% | |
| Goldman Sachs GQC Partners INTL Opportunities R6 Mutual fund | — | — | — | $7K | <0.1% | |
| Franklin income adv Mutual fund | — | — | — | $5K | <0.1% | |
| Blackrock Lifepath Index 2045 Mutual fund | — | — | — | $3K | <0.1% | |
| Fidelity US Bond Index Mutual fund | — | — | — | $2K | <0.1% | |
| American Funds Target Date 2010 R6 Mutual fund | — | — | — | $2K | <0.1% | |
| Blackrock Lifepath Index 2060 Mutual fund | — | — | — | $1K | <0.1% |
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